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Wec Energy Group, Inc.

WEC
Exchange
NYSE
Industry
Electric & Other Services Combined
SEC CIK
0000783325

In the last 90 days, Wec Energy Group, Inc. insiders filed 0 open-market purchases and 1 sale; 1,408 institutions reported holding it in 13F filings for Q2 2026, worth $32.7B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Wec Energy Group, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
929
No complete 13F data for Q4 2020
Shares held
233.6M
No complete 13F data for Q4 2020
Total value
$21.8B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WEC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 929 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ1 2021: $21.8B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$21.8B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WEC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Park Avenue Securities LLC3,609$338.0K0.01%––
Dynamic Technology Lab Private Ltd3,605$337.0K0.04%––
Hurlow Wealth Management Group, Inc.3,605$337.0K0.24%––
Atlantic Trust, LLC3,575$335.0K0.25%––
Successful Portfolios LLC3,563$333.0K0.22%––
Wolverine Trading, LLC3,550$332.0K0.01%––
IFP Advisors, Inc3,576$332.0K0.01%––
Norris Perne & French LLP3,533$331.0K0.03%––
PAX Financial Group, LLC3,540$331.0K0.09%––
Avantax Advisory Services, Inc.3,533$330.0K0.01%––
Ascension Asset Management LLC3,500$328.0K0.23%––
Williams Jones Wealth Management, LLC.3,500$328.0K0.01%––
Lincoln National Corp3,465$324.0K0.01%––
Homrich & Berg3,421$320.0K0.01%––
Pitcairn Co3,412$319.0K0.02%––
Osborne Partners Capital Management, LLC3,405$319.0K0.03%––
Personal Capital Advisors Corp3,369$315.0K0.00%––
D L Carlson Investment Group Inc3,355$314.0K0.06%––
Farmers & Merchants Trust Co of Long Beach3,359$314.0K0.11%––
Sentry Investment Management LLC3,335$312.0K0.09%––
Summit Asset Management, LLC3,335$312.0K0.11%––
Blue Chip Partners, Inc.3,336$312.0K0.05%––
Arcadia Investment Management Corp3,310$310.0K0.06%––
Mather Group, LLC.3,305$309.0K0.01%––
SkyOak Wealth, LLC3,257$308.0K0.09%––
Buckingham Strategic Wealth, LLC3,274$306.0K0.02%––
Crewe Advisors LLC3,266$306.0K0.08%––
Capital Asset Advisory Services LLC3,254$305.0K0.05%––
Sterling Investment Advisors LLC3,250$304.0K0.19%––
Rehmann Capital Advisory Group3,228$302.2K0.03%––
Sound View Wealth Advisors Group, LLC3,229$302.0K0.07%––
Keystone Financial Group3,215$301.0K0.06%––
Anchor Investment Management, LLC3,198$299.3K0.05%––
Empirical Finance, LLC3,173$292.0K0.05%––
Glenview Trust Co3,118$292.0K0.01%––
TCF National Bank3,110$291.0K0.03%––
StrongBox Wealth, LLC3,111$291.0K0.18%––
John G Ullman & Associates Inc3,100$290.0K0.04%––
Gyon Technologies Capital Management, LP3,051$286.0K0.12%––
CRA Financial Services, LLC3,030$284.0K0.11%––
GSB Wealth Management, LLC3,000$281.0K0.09%––
Tower Bridge Advisors2,985$279.4K0.02%––
Ingalls & Snyder LLC2,976$279.0K0.01%––
Parallel Advisors, LLC2,967$278.0K0.01%––
Sutton Wealth Advisors Inc.2,969$277.9K0.11%––
St Germain D J Co Inc2,915$273.0K0.02%––
BTR Capital Management Inc2,912$273.0K0.04%––
National Asset Management, Inc.2,913$273.0K0.01%––
Meridian Wealth Management, LLC2,914$273.0K0.04%––
Investment Partners, Ltd.2,910$272.0K0.13%––
Qci Asset Management Inc2,880$270.0K0.02%––
Financial Counselors Inc2,885$270.0K0.01%––
Axiom Financial Strategies, LLC2,889$270.0K0.13%––
Doyle Wealth Management2,831$265.0K0.03%––
Providence Wealth Advisors, LLC2,827$265.0K0.19%––
MTM Investment Management, LLC2,830$265.0K0.15%––
CIBC World Markets Inc.2,810$263.0K0.00%––
Schaper Benz & Wise Investment Counsel Inc2,800$262.0K0.03%––
Principle Wealth Partners LLC2,790$261.0K0.03%––
White Pine Capital LLC2,770$259.0K0.08%––
Tocqueville Asset Management L.P.2,753$258.0K0.00%––
Walter & Keenan Financial Consulting Co2,741$256.0K0.09%––
Two Sigma Securities, LLC2,739$256.0K0.06%––
Autus Asset Management, LLC2,731$256.0K0.03%––
Zacks Investment Management2,719$255.0K0.00%––
Baldwin Investment Management, LLC2,700$253.0K0.05%––
Avidian Wealth Solutions, LLC2,707$253.0K0.02%––
Mirae Asset Global Investments Co., Ltd.2,671$250.0K0.00%––
IFG Advisors, LLC2,670$250.0K0.14%––
Boenning & Scattergood, Inc.2,658$249.0K0.05%––
Clarius Group, LLC2,659$249.0K0.02%––
Beese Fulmer Investment Management, Inc.2,628$246.0K0.03%––
Johnson Midwest Financial, LLC2,617$245.0K0.26%––
Bremer Bank National Association2,593$243.0K0.06%––
Synovus Financial Corp2,598$242.0K0.00%––
Dowling & Yahnke LLC2,562$240.0K0.02%––
Fairhaven Wealth Management, LLC2,556$239.0K0.10%––
Founders Financial Securities LLC2,532$237.0K0.05%––
Executive Wealth Management, LLC2,539$237.0K0.03%––
Dynamic Advisor Solutions LLC2,536$237.0K0.02%––
Transcend Wealth Collective, LLC2,523$237.0K0.03%––
Pacific Capital Wealth Advisors, Inc2,531$237.0K0.13%––
Freedman Financial Associates, Inc.2,527$237.0K0.20%––
Fulton Bank, N.A.2,516$236.0K0.01%––
Financial Advocates Investment Management2,516$236.0K0.02%––
Well Done, LLC2,498$234.0K0.05%––
Simmons Bank2,490$233.0K0.02%––
Farmers & Merchants Trust Co of Chambersburg PA2,487$233.0K0.18%––
Athanor Capital, LP2,483$232.0K0.01%––
Park National Corp2,451$229.0K0.01%––
RMB Capital Management, LLC2,432$228.0K0.01%––
McKinley Carter Wealth Services, Inc.2,430$228.0K0.02%––
Perkins Coie Trust Co2,441$228.0K0.08%––
Brighton Jones LLC2,413$226.0K0.01%––
Checchi Capital Advisers, LLC2,412$226.0K0.03%––
Summit Financial Wealth Advisors, LLC2,461$226.0K0.06%––
6 Meridian2,420$226.0K0.02%––
Boston Financial Mangement LLC2,400$225.0K0.01%––
Brown Advisory Securities, LLC2,406$225.0K0.04%––
Covenant Partners, LLC2,389$224.0K0.09%––